Marla K. Conley

In the last two weeks, both the IRS and Congressional officials announced major milestones in the increasing regulatory focus on colleges and universities.
First, the IRS emphasized misreported taxable income and...more

There are a variety of vehicles through which individuals and families can promote their charitable giving goals, and private foundations are often a leading choice. Simply stated, a private foundation is a type of charitable...more

As we move into the height of this year’s charitable giving season, we respectfully remind our clients of the IRS’ very strict view, and recently reiterated emphasis, on providing donors with proper paperwork substantiating...more